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Client Details

Scottik1962

I have a client whose Business name has changed, I changed the name in the Company File details, yet most times when I strike up an invoice for them, for some reason the old name keeps popping back up. I have to manually click through the Adress 1, Address 2, Address3 and back to Adress1 before the name seems to correct itself.

There is no mention of the old name in the File Contact Details so why does this continue to happen? Have I missed something along the way?

Scott

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Accepted answers

Emily_B

Hello @Scottik1962

Generally speaking, you can change the name in the Company Information window as you have done. Then, depending on whether your company file is stored online or locally, there are some additional steps to complete. Please see this support note on Renaming an AccountRight company file. and follow the instructions for either amending this information based on whether or not the file is online. Please do let me know how you get on.

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Scottik1962

Hi Emily,

I may have not explained properly, it is not my own company name I have changed, but one of customers on my file.

Have attached 2 screenshopt, the first is showing the old original name, the second is showing the name it should be which is what I have changed in their contact details.

I have to flick between the SHIP TO options to get back to the correct name. I want John Adams to not show anymore but his name still keeps showing up

error1.png

error2.png

Emily_B

Hello @Scottik1962